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with energy independence. chevron for that one. and then for entertainment. you're going to want more entertainment and i think disney is a great way to do that. boeing and caterpillar, but i didn't. i think jpmorgan, chevron, and disney are my picks in the dow. >> i want to get back to why you didn't chose those in a second. but peter, let's talk about your picks and where the stocks will be in terms of riding this market in the next five to six years. how do you see the broad landscape of the markets and the sectors? >> you know, broad landscape, i think appreciation of 5% to 7% per year plus a 2% yield over the period of time would be very acceptable to me. obviously it's not going to be a straight line. three picks, i would go with companies like proctor and gamble, johnson & johnson and chevron as well. counting on a growing emerging middle class worldwide. personal care products. people are going to be brushing their teeth. they're going to be taking their medicines and more of them will be driving cars over the next six years. i would shy away from the banks. jpmorgan and bank
focus on relative strength and the relative strength, health care, energy and industrials. >> all right. ben pace, what about you? we've all watched this market marveling as it goes higher feeling a little bit tired. what do you see going on? >> considering with apple and how much it's gone down. this is a pretty good market. the dow was up quite nicely, not as impacted by apple so i still think that so-called pain trade was up. the market want to continue to move up. we're constructive on the market longer term. you really have to respect these levels and how far it's come and earnings are still growing rather slowly. revenue is still growing rather slowly but still a pretty good environment. >> all right. here we go. the first of the earnings out from microsoft. we were expecting 75 cents. came in at 76 september, beating by a penny. the revenue was expected to be 21.53 billion. we got 21.46, so a little light on that. let's bring in our guests. max wolf from green press capital and david pearl next tomakers executive vice president and co-chief investment officer and jon fortt, anyth
we'll have the materials, energy, and industrial sectors and caterpillar one of those to see, really look and see if we'll see in the data what global growth is doing if there is a pickup. we're seeing it in the global pmis pick up. we want to hear from the companies as well. that can be a real dermer if the market rally will continue. >> apart from caterpillar what sectors or names have the potential to disappoint the market? >> i think yahoo has the potential to disappoint. i think facebook has the potential to dispoint. i think a lot of the store names out there that have paltry earnings that are propelled higher on hope this far so far have the potential for profit taking. when you look at the market at this time since second quarter of '09 you've seen roughly 74% of the names at this time report on a positive. right now it's only 69% so you're seeing some names come out with strong numbers. but the market as in the case with apple or citigroup or b.a.c. is really punishing the losers. if you see some people out there who are going to get beat up it'll be some of the low quality
Search Results 0 to 2 of about 3